Raymond James Financial Reports Fiscal Second Quarter of 2024 Results
April 24, 2024 16:12 ET
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Raymond James Financial
ST. PETERSBURG, Fla., April 24, 2024 (GLOBE NEWSWIRE) -- Record client assets under administration of $1.45 trillion and record Private Client Group assets in fee-based accounts of $798.8...
Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts
February 06, 2024 10:00 ET
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Escalent, Inc.
Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.
Raymond James Financial Reports Fiscal First Quarter of 2024 Results
January 24, 2024 16:20 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Record client assets under administration of $1.37 trillion and record financial assets under management of $215 billion, up 17% and...
Capitaliz Unveils Dynamic Revaluation Feature to Help Business Owners and Their Advisors Maximize Business Value
December 13, 2023 08:00 ET
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Capitaliz
Denver, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Capitaliz, a leading digital platform for exit planners to deliver scalable business valuation, succession, and exit planning outcomes, today launched its...
Camelot Event-Driven Fund Celebrates 20-Year Anniversary
November 21, 2023 08:41 ET
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Camelot Portfolios LLC
MAUMEE, Ohio, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Camelot Event-Driven Advisors is proud to announce the 20-year anniversary of the Camelot Event-Driven Fund ("the Fund"), tickers EVDAX, EVDIX. The...
Flourish Cash Announces Fourth Increase in FDIC Insurance Coverage This Year
November 15, 2023 09:00 ET
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Flourish
New York, Nov. 15, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...
Raymond James Financial Reports Fiscal Fourth Quarter and Fiscal 2023 Results
October 25, 2023 16:12 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Oct. 25, 2023 (GLOBE NEWSWIRE) -- Record annual net revenues of $11.62 billion and record net income available to common shareholders of $1.73 billion for fiscal 2023, up...
FINRA Lists IRMAA Certified Planner’s IRMAACP as Industry’s First Professional IRMAA Designation
October 25, 2023 13:21 ET
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IRMAA Certified Planner
Lincoln, Nebraska, Oct. 25, 2023 (GLOBE NEWSWIRE) -- IRMAA Certified Planner is proud to announce that FINRA, The Financial Industry Regulatory Authority, is now listing the IRMAA Certified Planner...
FNRA Lists IRMAA Certified Planner’s IRMAACP as Industry’s First Professional IRMAA Designation
October 25, 2023 09:00 ET
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IRMAA Certified Planner
Lincoln, Nebraska, Oct. 25, 2023 (GLOBE NEWSWIRE) -- IRMAA Certified Planner is proud to announce that FINRA, The Financial Industry Regulatory Authority, is now listing the IRMAA Certified Planner...
Raymond James Survey: Investors’ Top Priorities for Safeguarding Generational Wealth
August 23, 2023 09:31 ET
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Raymond James Financial
ST. PETERSBURG, Fla., Aug. 23, 2023 (GLOBE NEWSWIRE) -- Raymond James released the results of its recent survey of investors with half a million dollars or more in investible assets, revealing their...